Daniel Wilson

• Originated, structured & executed derivative hedging transactions for commercial, middle market, and CIB clients. Areas of coverage included REIT, REIF, CRE, Energy, Sponsor, Regional, Commercial, Institutional & Corporate/Investment Banking business lines.

• Owned all aspects of deal flow, including ISDA negotiation & client onboarding, in order to drive revenue growth & consistently meet and exceed team and individual revenue goals, helped to win new business and continually developed client relationships

• Worked closely with Syndications, Structuring, Legal, M&A, FX, DCM, XVA, Credit and Relationship Management teams.

• Assisted senior derivatives marketers with all aspects of deal flow processes with both internal & external stakeholders.

• Prepared pitch books and marketing materials for client meetings as well as market updates in written and verbal format.

• Coordinated with middle and back office personnel to on board clients and handle ad hoc requests as well as managed internal processes for deal pitching and execution.

• Independently prepared security valuation reports for portfolio managers, Invesco Valuation Teams, financial reporting personnel, and independent fund auditors.

• Researched and reported on global market trends and industry/sector news and events, developed and maintained various pricing models and databases used for daily fund pricing.

• Analyzed and modeled complex trades for structured & derivative products including CLOs, CLNs, OTC & Excess Return Swaps and Long/Short Equity Swap Baskets.